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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3301
Bay Harbor Wealth Management
Maryland
$84.8K +$2.67K +5 +3%
CCMI
3302
Creative Capital Management Investments
California
$84.2K – – –
GG
3303
Gleason Group
Kentucky
$82.9K – – –
IWP
3304
IAG Wealth Partners
Wisconsin
$82.1K – – –
PWMA
3305
Pension & Wealth Management Advisors
Massachusetts
$82.1K +$40K +75 +93%
DI
3306
DAGCO Inc
Ohio
$81.1K -$54.1M -101,515 -100%
DWS
3307
Dynamic Wealth Strategies
California
$81.1K +$82.1K +154 New
W
3308
WealthCollab
Washington
$80K +$81.1K +152 New
KWAG
3309
Kiely Wealth Advisory Group
North Carolina
$79.6K +$85.3K +160 New
NCM
3310
Northwest Capital Management
Oregon
$79K +$2.67K +5 +3%
RBC
3311
Roble Belko & Company
Pennsylvania
$77K – – –
EFMH
3312
E Fund Management (HK)
Hong Kong
$76K +$76.8K +144 New
GJIA
3313
Glass Jacobson Investment Advisors
Maryland
$74.8K -$2.13K -4 -3%
ODG
3314
O'Dell Group
Ohio
$73.6K +$74.7K +140 New
DPW
3315
DiNuzzo Private Wealth
Pennsylvania
$72.7K +$73.6K +138 New
RG
3316
Retirement Group
California
$70.5K -$6.4K -12 -8%
GWMIA
3317
Global Wealth Management Investment Advisory
Florida
$70K -$10.7K -20 -13%
FIM
3318
FWL Investment Management
Texas
$69.5K -$3.2K -6 -4%
NF
3319
Norwood Financial
Pennsylvania
$69.5K – – –
NSG
3320
Nalls Sherbakoff Group
Tennessee
$68.4K – – –
GWMI
3321
Guardian Wealth Management (Illinois)
Illinois
$67.8K – – –
CAM
3322
Chesapeake Asset Management
New York
$67.4K +$533 +1 +0.8%
DFA
3323
DHJJ Financial Advisors
Illinois
$65.7K – – –
WOC
3324
West Oak Capital
California
$65K – – –
BAM
3325
Bellevue Asset Management
Washington
$64.2K – – –
131 132
133
134 135